Salesboom's At-Risk Deal Alert instantly notifies your team when opportunities are in danger, giving you the real-time intelligence needed to rescue deals that can't wait.
Years of CRM Innovation
Businesses Transformed
Countries Served
Real-Time Monitoring
In the fast-paced world of sales, opportunities can deteriorate in hours, not days. Traditional CRM systems force sales teams to manually sift through pipelines, trying to identify which deals need urgent attention. By the time a problem is discovered, it's often too late to save the opportunity.
The challenge is clear: in dynamic sales environments, at-risk deals often sit unnoticed until they're completely lost. Without real-time visibility and intelligent detection, sales teams operate reactively—discovering problems only after damage is done.
Lost revenue, missed quotas, and frustrated sales teams working harder but not smarter. What sales organizations need is an intelligent early-warning system that automatically detects risk and triggers immediate action.
Salesboom delivers a first-in-class innovation for on-demand CRM: the At-Risk Deal Alert system. This intelligent feature continuously monitors your sales pipeline, automatically detecting when opportunities show signs of danger and instantly alerting the right people to take action.
Unlike reactive CRM systems that require constant manual monitoring, Salesboom's At-Risk Deal Alert works proactively in the background, analyzing deal characteristics, activity patterns, and engagement signals to identify problems before they become losses.
When a pending sales opportunity is negatively affected and shows risk indicators, the system immediately notifies appropriate users—sales reps, managers, and executives—ensuring that no deal slips through the cracks.
While your competitors discover problems days or weeks too late, your team receives instant intelligence to rescue deals when intervention can still make a difference. This real-time awareness separates winners from losers.
Salesboom's At-Risk Deal Alert leverages sophisticated algorithms and sales intelligence to continuously monitor your pipeline and detect risk signals that human oversight might miss.
The system analyzes multiple risk factors across every opportunity in real-time:
When risk indicators are detected, Salesboom immediately notifies the right people through multiple channels:
Each alert includes complete context: what triggered the risk detection, which factors are most concerning, current deal status, and recommended actions based on similar situations. No more hunting for information—everything needed to respond effectively is delivered instantly.
The At-Risk Deal Alert delivers measurable advantages that directly impact revenue and team effectiveness.
Early detection means early intervention. When your team receives alerts within hours of risk emerging rather than days or weeks later, they can take corrective action while relationships are still salvageable.
Pipeline visibility transforms forecast accuracy. When at-risk deals are identified immediately rather than hiding until quarter-end, sales leaders can adjust strategies proactively instead of explaining unexpected shortfalls.
Intelligent prioritization eliminates guesswork. Sales reps stop wasting time on deals that don't need attention and focus energy where intervention makes a difference—dramatically improving productivity and win rates.
Real-time visibility empowers managers to coach in the moment. Instead of discovering problems in weekly pipeline reviews, managers can intervene immediately when deals show risk signals.
Competitive intelligence delivered in real-time changes outcomes. When the system detects competitor mentions or pricing pressure, your team can mount targeted counter-strategies before prospects make final decisions.
Identifying stalled deals early prevents bottlenecks and maintains momentum. Alerts trigger action that keeps opportunities moving through the pipeline instead of languishing in stages indefinitely.
At-Risk Deal Alerts address the most common and costly pipeline management problems facing sales organizations today.
Challenge: Sales reps handling 50+ opportunities simultaneously can't manually track engagement levels and risk factors across their entire pipeline.
Solution: Automated alerts identify the 5-10 deals requiring immediate attention each week, enabling reps to prioritize effectively without spending hours on pipeline analysis.
Challenge: In 6-12 month sales cycles, opportunities can go silent for weeks without obvious red flags, leading to lost deals that seemed healthy.
Solution: Continuous monitoring detects subtle changes in engagement patterns, flagging opportunities before relationships deteriorate beyond repair.
Challenge: Deals suddenly go dark or prospects mention competitors in passing, but these critical signals are buried in email threads and call notes.
Solution: Sentiment analysis and keyword detection immediately surface competitive threats, triggering defensive strategies while there's still time to win.
Challenge: Deals involving multiple stakeholders and approval layers can stall when champions leave or priorities shift, often without sales teams realizing until it's too late.
Solution: Alerts triggered by stakeholder changes or decision timeline shifts enable proactive relationship building with new contacts before momentum is lost.
Challenge: Sales leaders struggle to trust pipeline numbers when at-risk deals hide among healthy opportunities, leading to inaccurate forecasts and poor business decisions.
Solution: Real-time risk scoring provides objective pipeline health metrics, enabling accurate forecasting and proactive deal rescue strategies.
Challenge: Junior reps lack the experience to recognize early warning signs of deal risk, leading to preventable losses during their ramp period.
Solution: Intelligent alerts act as a virtual coach, teaching new reps what risk looks like and guiding intervention strategies based on proven best practices.
Getting started with At-Risk Deal Alerts is straightforward, with most organizations seeing value within the first week of deployment.
Define what "at-risk" means for your sales process. Set thresholds for engagement gaps, timeline slippage, and other factors relevant to your business.
Determine who receives alerts and through which channels. Create escalation workflows that route critical deals to appropriate decision-makers.
Turn on the system and let AI-powered algorithms begin analyzing your pipeline. The system learns from your data and improves accuracy over time.
Review alert patterns and adjust criteria based on results. Fine-tune thresholds to balance comprehensive coverage with actionable precision.
Start with conservative alert criteria and expand gradually. This approach prevents alert fatigue while building team confidence in the system's accuracy. Most successful implementations begin with high-severity alerts only, then add medium and lower-priority notifications as teams develop response workflows.
Organizations across industries leverage Salesboom's At-Risk Deal Alert to drive measurable improvements in sales performance.
Sales team of 20 reps managing 300+ active opportunities with frequent deals stalling in late stages.
After implementing At-Risk Deal Alerts, the company increased quarterly revenue by 18% through improved deal rescue rates and faster response to competitive threats. Forecast accuracy improved from 65% to 89%.
Long sales cycles (6-9 months) made it difficult to maintain engagement and track deal health across complex buying committees.
At-Risk Deal Alerts helped the sales team identify disengagement early, leading to proactive executive involvement that saved $2.3M in at-risk pipeline over six months. Deal velocity improved by 22%.
Regional sales managers lacked visibility into distributed team's pipeline health, leading to quarter-end surprises.
Centralized at-risk reporting gave managers real-time visibility across all territories. Within three months, forecast variance decreased by 40%, and the company closed 12% more deals through targeted coaching.
The At-Risk Deal Alert is just one innovation within Salesboom's comprehensive CRM ecosystem designed to maximize revenue across the entire customer lifecycle.
Structured deal tracking with custom stages, fields, and workflows ensures complete data capture that fuels accurate risk detection.
Deep pipeline analytics and forecasting tools help leaders understand trends and optimize processes based on alert data.
Integrated email, calendar, and task management ensures all prospect interactions are logged, providing engagement data that powers risk algorithms.
Full-featured mobile apps ensure alerts reach reps wherever they work, and enable immediate action even when away from the office.
Transform your sales pipeline from reactive firefighting to proactive opportunity management. See how At-Risk Deal Alerts can rescue opportunities, improve win rates, and increase revenue with a personalized demo.
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